+40.2%
APH vs BMRN
+14.5%
+25.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +1.6% | -3.8% | +5.4% | +2.1% |
| 30D | -3.0% | -6.5% | +3.5% | -2.1% |
| 3M | +5.7% | +11.2% | -5.5% | +3.5% |
| 6M | +20.0% | +5.8% | +14.2% | +18.0% |
| YTD | +20.8% | +8.4% | +12.4% | +18.6% |
| 1Y | +40.2% | +15.7% | +24.6% | +34.2% |
| All | +40.2% | +14.5% | +25.7% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BMRN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling